Regional Client Services Manager

Are you passionate about building strong relationships, inspiring teams, and delivering exceptional client experiences?   

We’re looking for a Regional Client Services Manager who thrives on bringing people together to achieve outstanding results. In this role, you will lead and support a team of Senior Client Services Managers within our Wealth Client Services Implementation team.   

This role is available while our current Regional Manager is on maternity leave. It is a 12-month fixed-term contract, with the potential for extension, and can be based anywhere in Australia. 

If you’re motivated by making a real impact—for both clients and your team—this is your chance to lead with purpose, shape client outcomes, and drive positive change. 

What would your week look like? 

• Lead, mentor, and develop Senior Client Service Managers, driving team performance and collaboration across regions. 
• Champion a client-first culture, ensuring service delivery meets agreed standards and enhances client satisfaction. 
• Leverage systems and technology to streamline workflows, enhance reporting, and support seamless client service delivery.
• Build trusted relationships with Partners, Advisers, and internal teams, acting as a senior escalation point. 
• Ensure compliance with policies, regulations, and data protection standards, proactively managing risks. 

What we offer at Findex 

• Competitive salary + Superannuation  
• Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours. 
• Hybrid working – work from the office and home 
• A collaborative team environment of professionals 
• Clear career development pathway and ongoing training  
• EAP access for a healthy work-life balance  
• Reward & Recognition Benefits program 

Let’s talk about you! 

You’Ll Bring:

• Experience leading and developing high-performing teams with a results-driven approach to providing exceptional client service 
• Proven experience and advanced knowledge of the Financial Planning process in particular with Implementation Advice 
• Advanced knowledge in the operation of investment platforms and MDA models 
• The ability to spearhead and implement change initiatives across a regional structure 
• Outstanding relationship-building and negotiation skills with stakeholders at all levels. 
• Experience in managing workflows and leveraging systems or technology to optimise capacity, improve efficiency, and enhance team performance. 
• A proactive mindset with the ability to anticipate challenges, identify root causes, and deliver effective solutions 

Why Findex? Writeyournextchapter

We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services.  We pride our self on an integrated service offering that includes an accounting, wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.  

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.   

Next Steps?

Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply. 

Only candidates with valid working rights within Australia/New Zealand (in which this position is based) will be considered. 

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences. 

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.